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Knowledge base
Channeltivity How to User Guide
Users, Groups, & Partner Onboarding
16
Admin User Welcome Kit
Partner Approval and Onboarding Guide
What is the difference between "Become a Partner" and "Request Access" forms?
What is a Partner Manager?
What is the Difference Between a Primary Contact and a Key Contact?
See all 16 articles
Partner Agreements
4
What is the Partner Agreements Functionality and How Do I Use It?
How Do I Manually Upload a Signed Agreement to a Partner’s Profile?
How Do I Assign Partner Agreements?
How Do I Track Signed Agreements?
Home Page and Widgets
10
How do I control who appears in the Partner Managers Widget?
How do I use the Hero Banner Widget?
How do I use the Icons Widget?
How do I remove margins from around content on a Custom Page?
How do I use the HTML Code Widget?
See all 10 articles
Library and Content
11
What are Document thumbnails and how do I use them in the Library?
How do I control the order of documents in the Library?
How do Library Group permissions work?
Can I move Folders in the Library?
How Do I Delete a Library Folder?
See all 11 articles
Deal Registration
10
What is the Deal Registration Module and how does it work?
How to configure the Deal Registration workflow
How to Configure Deal Expiration
What Deals can a User see?
How to set up Deal Registration Region Permissions
See all 10 articles
Email Notifications
10
What Email Notifications Are Available?
What is the Email Log and how do I use it?
What is the Email Digest feature and how does it work?
How do I send out automatic email reminders?
How does Channeltivity send emails?
See all 10 articles
Reports
2
How do I use Dynamic Reporting to create custom reports and Views?
How do I use Analysis View to Create Custom Chart and Pivot Table Reports?
Training and Certification Module
6
What is the Training and Certification Module and how does it work?
How do I create Training Courses, Lessons and Quizzes?
How do I create User and Organization Certifications?
How do I track completed Courses and Certifications in the Training and Certification Module?
What is a Publish Status and how is it used in the Training and Certification Module?
See all 6 articles
Lead Distribution
7
What is the Lead Distribution Module and how does it work?
What happens when I assign a Lead?
Why are the Lead details hidden from the Partner until they open the Lead?
What Leads can a User see?
How does the automatic Lead assignment field work?
See all 7 articles
MDF
8
What is the MDF Module and how does it work?
What's the difference between the MDF Account Balance and Available Balance?
What are the different types of MDF Transactions?
How Do I Import MDF Funds?
How do I move an MDF Request to a different Partner Organization?
See all 8 articles
Business Planning
4
What is the Business Planning Module and how does it work?
How do I print a Business Plan?
How do I unlock a Business Plan?
How do I delete a Business Plan?
Co-Branded Collateral
2
What is the Co-Branded Collateral Module and how does it work?
How do I create and manage Co-Branded Collateral Assets?
Distributor
2
What Is the Distributor Module and How Does It Work with Deal Registrations?
How Does the Distributor Assignment Feature Work?
Referral
1
What Is the Referral Module and How Does It Work?
Security, Privacy & Compliance
5
How can Channeltivity help me comply with GDPR?
How do I track User Opt-Ins/Consent for GDPR compliance?
How Do I Update the Portal's Password Security Settings?
How Do I Edit My Portal’s Privacy & Copyright Notice?
System User Privacy Consent
Implementation Guide
Introduction & Table of Contents
3
Channeltivity Welcome Kit
Introduction & Table of Contents
Implementation Guide Checklist
Before you get started
4
Preparing for your Channeltivity Implementation
Navigation and Controls
Channeltivity Support and Contact Methods
General Portal Settings
Step 1: Portal Customizations
3
Portal Skin Manager - Logo and Color Scheme
Menu & Page Manager
Custom Page Configuration
Step 2: Groups, Organizations & Users
4
Group Creation
Group Permissions Defined
Organizations
Users and Contacts
Step 3: Library Module
3
Library Settings
Adding Folders and Uploading Content
Setting Group Permissions for Library Content
Step 4: Notifications and Email Settings
5
Email Settings
Email Templates Report
User Account Email Templates
User Account Admin Email Notifications
Automatic Email Reminders
Step 5: Home Page Configuration and Widgets
1
Managing Custom Page Content
Step 6: Partner and Organization Field Settings
4
Partner User Field Customization and Visibility
Partner Record Field Customization
Organization Field Requirement and Visibility
State/Province Requirement Settings by Country
Step 7: Partner Module
6
Partner Module Settings
Partner Types
Prospective Partner Stages
Partner Module Email Notifications
Region Settings
See all 6 articles
Step 8: Deal Registration
7
Deal Module Settings
Deal Email Notifications
Deal Sales Stages and Playbooks
Lost Reasons
Registration Status Workflow
See all 7 articles
Step 9: Lead Distribution Module
7
Lead Distribution Settings
Lead Email Notifications
Web to Lead Form
Lead Campaigns and Sources
Lost Reasons
See all 7 articles
Step 10: MDF Module
5
MDF Settings
MDF Approval Workflow
MDF Activities
MDF Email Notifications
MDF Custom Fields
Step 11: Business Planning Module
1
Business Planning Configuration
Step 12: Forum
2
Forum Configuration
Forum Module Settings
Step 13: Training & Certification Module
2
Training and Certification Settings
Training & Certification Email Settings
Step 14: Co-Branded Collateral
1
Co-Branded Collateral Settings
Step 15: Distributor Module
1
Distributor Module Settings
Step 16: Referral Module
3
Referral Module Settings
Referral Status Workflow
Referral Email Notifications
FAQs and Best Practices
FAQs
11
Where is Channeltivity hosted?
Where Can I Find Channeltivity Release Notes?
Is it possible to use my custom domain to access Channeltivity?
How do I add the Channeltivity login form to my corporate website?
Can I customize the URL of my portal?
See all 11 articles
Best Practices
17
Launching your Partner Portal
Using Your Partner Portal to Onboard New Partners
Utilizing Your PRM to Make Partner Recruitment Easy
Creating A Kick Butt Partner Recruitment Process
What to Include on Your Corporate Website’s Partners Page
See all 17 articles
API & Integrations
Salesforce Integration
20
Salesforce Integration Setup Guide
Channeltivity: PRM Integration with Salesforce CRM
Does Channeltivity Have a Native Salesforce Package?
Salesforce Integration Credentials Setup
Salesforce Integration: Deal Registration - Overview
See all 20 articles
HubSpot Integration
9
HubSpot Integration Setup Guide
HubSpot Integration Authorization/Credentials Setup
HubSpot Integration: Deal Registration - Overview
HubSpot Integration: Deal Registration - Setup Walkthrough
HubSpot Integration: Partner Sync - Overview
See all 9 articles
Third Party Integrations
6
What integrations are available in Channeltivity?
How do I use the Integration Log?
What is the Zapier Integration and how does it work?
SnapEngage - Live Chat Integration
How can I use Zapier to automatically create a quote for Deal Registrations?
See all 6 articles
Single Sign-On (SSO)
9
Does Channeltivity support Single Sign-On (SSO)?
SSO: How to configure Channeltivity as a SAML 2.0 Service Provider
SSO: How to configure Channeltivity as a SAML 2.0 Identity Provider
How to Securely Embed an External Application within Channeltivity
How Do I Configure Single Sign-On from Salesforce?
See all 9 articles
API
3
Does Channeltivity have an API?
What is the Best Way to Create Prospective Partners With the Data API?
In the Custom Field Editor, what is the "API Field Name" used for?
